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Fee War Moving to Advisors?

Fee War Moving to Advisors?

With mutual fund and ETF fees continuing to fall (and zero fee funds now available), the spotlight is shifting towards financial advisor compensation. Tim Buckley, CEO of Vanguard presented to 250 Vanguard investors last night. I was there. One of his big initiative...
Stagecoach Robbery

Stagecoach Robbery

By now, you’ve likely (hopefully) seen some of the many headlines of Wells Fargo malfeasance.  The latest was artfully captured by Barry Ritholtz… At this point, if you STILL have any financial relationship with Wells Fargo, you have implicitly given them...
The Empire Strikes Back

The Empire Strikes Back

Earlier this year, I chronicled “Core Wars”, the ruthless ETF fee competition being waged over the core building blocks of a portfolio.  Investors continue plowing money into the lowest cost ETFs, resulting in fund companies battling for those dollars by engaging in a...